Investments

LAKE AREA FINANCIAL SERVICES

Helping work towards the future you want.

Lake Area Financial Services

When it comes to your financial dreams, taking action is vital to your success. But that’s not always easy. You know where you are – and where you want to go. Our aim is to help you get there. As experienced financial professionals, we are committed to making your journey toward financial success as easy as possible.

We Can Offer Assistance With…

  • The opportunity to organize and simplify your financial life
  • Access to in-depth knowledge of financial strategies
  • More time to do the things you cherish most
  • A greater sense of confidence knowing someone is working with you
You feel more relaxed knowing you are working with someone who has your best interests in mind.
 
If you’re like most investors, you want someone to walk you through the investment choices available to you. That’s where our advisors can help. They can provide the in-depth knowledge necessary to assist you in identifying what investments are suitable for you. Whatever your goals or stage in life, the advisors at Lake Area Financial Services can help you make the appropriate investment choices.

A Client-Centered Approach.

It’s all about you. Our goal is to offer you access to:

  • Save for retirement – before and during your retirement years
  • Preserve your family or family business with risk management strategies
  • Save for college expenses
  • Manage taxes through tax-advantaged investing
  • Create lifetime income strategies
  • Maintain your independence with long-term care insurance
  • Save for something special (wedding, vacation, second home, etc.)
  • Gain confidence in your investment choices
  • Create a legacy for your family
  • Increase your understanding of Social Security
  • Preserve your wealth
  • Fulfill your charitable wishes

The Team that Invests in YOU!

Meet our Dynamic Duo! At Lake Area Financial Services, our team is focused on doing what’s appropriate for you. Work with Investment Executives that provide custom plans for your unique interests and financial goals.
Dale Carlson
LPL Investment Planner
dcarlson@lakeareafinancial.com
651-762-3588
Meet Dale Carlson
As an LPL financial advisor, Dale follows a step-by-step personalized financial planning process to help individuals pursue their financial dreams.
INDIVIDUALS / FAMILIES
We review what’s important to you and develop options that help you work toward your desired goals.  Dale specializes in individual specialties including:

Retirement Planning
Investment Planning
Insurance Planning
Estate Planning
Education Planning

Mike Schwartz
LPL Financial Consultant
mschwartz@lakeareafinancial.com
651-762-3572
Meet Mike Schwartz
As a professional, Mike works with businesses and individuals to help build plans and strategies that aim to further their financial goals.
 
BUSINESS OWNERS / EXECUTIVES
Mike specializes in business specialties including:

Employee Group Benefits
Qualified Retirement Plans
Worksite Approach
Exit Planning
Business Protection
Key Employee Benefits
Wealth Transfer
Income Preservation

Lake Area Financial Services logo

1400 E. Highway 96, White Bear Lake, MN 55110

Mike:  651-762-3572  |  mschwartz@lakeareafinancial.com

    Dale: 651-762-3588  |  dcarlson@lakeareafinancial.com

Becky (Admin Assistant): 651-762-6082  |  bjurkovich@lakeareafinancial.com

      Fax: (651) 653-0468

Broker Check logo

Access to Highly Rated Products

  • Fixed and Variable Annuities
  • Mutual Funds
  • Life Insurance
  • Tax-Advantaged Investments
  • Long-Term Care Insurance
  • Disability Insurance
  • Retirement Plans
  • Professionally Managed Asset Accounts through LPL Financial

Expect More

  • Comprehensive Services
  • Cash flow management
  • Financial consultations
  • Wealth management
  • Education funding
  • Business owner solutions
  • Insurance services
  • Estate planning strategies
  • Asset allocation

Comprehensive Support Services

  • Knowledgeable and timely customer service
  • Consolidated account statements
  • Convenient order execution
  • Quick confirmation reports
  • Automated funds transfer between accounts
  • Dividend reinvestment
  • Cash dividend option

Upcoming Seminars

Click on seminar title for more information.

COMING SOON!

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC . Insurance products offered through LPL Financial or its licensed affiliates. 

Lake Area Financial Services and LPL Financial do not provide legal services. Please consult your legal advisor regarding your specific situation.

The investment products sold through LPL Financial are not insured Lake Area Bank deposits and are not FDIC insured. These products are not obligations of Lake Area Bank and are not endorsed, recommended or guaranteed by Lake Area Bank/Lake Area Financial Services or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.  Lake Area Bank and Lake Area Financial Services are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:
Dale Carlson: CA, FL, MD, MN, UT, WA, WI
Mike Schwartz: HI, IL, MI, MN, MO, TX, WI

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    From time to time, we provide links to other websites for the use of our customers, which have been compiled from internal and external sources. By clicking “continue” below, you will be opening a new browser window and leaving our website. Although we have reviewed the website prior to creating the link, we are not responsible for the content of the site.

  • You are about to leave lakeareabank.com

    From time to time, we provide links to other websites for the use of our customers, which have been compiled from internal and external sources. By clicking “continue” below, you will be opening a new browser window and leaving our website. Although we have reviewed the website prior to creating the link, we are not responsible for the content of the site.

  • You are about to leave lakeareabank.com

    From time to time, we provide links to other websites for the use of our customers, which have been compiled from internal and external sources. By clicking “continue” below, you will be opening a new browser window and leaving our website. Although we have reviewed the website prior to creating the link, we are not responsible for the content of the site.

  • You are about to leave lakeareabank.com

    From time to time, we provide links to other websites for the use of our customers, which have been compiled from internal and external sources. By clicking “continue” below, you will be opening a new browser window and leaving our website. Although we have reviewed the website prior to creating the link, we are not responsible for the content of the site.